Category Archives: Active vs. Passive Investing

Change Isn’t Always Easy Millions of investors know that ETFs are often cheaper and more tax-efficient than traditional mutual funds, among other advantages. This awareness has helped ETFs gain market share over the past decade and a half as investors gradually shifted assets out of mutual funds and into ETFs. There is plenty of room…

If you read the Wall Street Journal, Barron’s, Bloomberg.com or any number of market commentaries over the weekend, you probably saw the ruckus raised last week by a research note from Sanford Bernstein, the NY brokerage firm, entitled “The Silent Road to Serfdom: Why Passive Investing is Worse Than Marxism.” Kudos to the author, Bernstein strategist…